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Atria Wealth Solutions’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Atria Wealth Solutions’s Portfolio FDLO Stock Details FDLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$556K Sell
8,861
-841
-9% -$50.5K 0.01% 870
2025
Q1 		$588K Buy
9,702
+2,020
+26% +$124K 0.01% 1125
2024
Q4 		$465K Buy
7,682
+1,575
+26% +$97.2K 0.01% 1311
2024
Q3 		$375K Buy
6,107
+1,615
+36% +$95.3K ﹤0.01% 1385
2024
Q2 		$256K Buy
+4,492
New +$250K ﹤0.01% 1607

Other funds holding FDLO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $141M AUM 16.77% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Atria Wealth Solutions's FDLO Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Fidelity Low Volatility Factor ETF (FDLO) stake by 8.7% in Q2 2025, selling an estimated $50.5K and leaving 8,861 shares worth $556K. The position accounts for 0.01% of the portfolio, ranked #870.

Atria Wealth Solutions first reported a position in FDLO in Q2 2024 and has held it in 5 quarters since. The position peaked at $588K in Q1 2025. 157 funds tracked by Wall St. Rank hold FDLO as of Q2 2025.

  • Atria Wealth Solutions held 8,861 shares of Fidelity Low Volatility Factor ETF worth $556K as of Q2 2025.
  • Atria Wealth Solutions sold 841 Fidelity Low Volatility Factor ETF shares in Q2 2025, an estimated $50.5K.
  • Fidelity Low Volatility Factor ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #870 holding.
  • Atria Wealth Solutions first reported a position in Fidelity Low Volatility Factor ETF in Q2 2024 and has held it in 5 quarters since.
  • Atria Wealth Solutions's Fidelity Low Volatility Factor ETF position peaked at $588K in Q1 2025.
  • 157 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.